Position in WELL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,457,139
-$3,746,318 QoQ
Shares Held
12,428
-62.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PATTON FUND MANAGEMENT, INC. holds $2,006,080 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
22,591 | $2,006,080 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,457,139 | 12,428 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,203,457 | 33,422 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,827,694 | 21,487 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,358,385 | 21,846 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,084,122 | 39,711 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,478,194 | 51,402 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||